Uploaded March 2024 | Updated September 2026, 2 weeks ago
Paul’s hope is that the previous video on the Sound Investing Portfolios - youtube.com/watch?v=SRsbRmD3pck&list=PLJHsocwG3Vk-uHKL-zsqyGwFSFLTuI6PI&index=3&t=476s helped do it yourself investors find the right combination of equity asset classes to take advantage of long term equity returns. The goal of the Fine Tuning Your Asset Allocation video is to help investors determine the best combination of equities and fixed income asset classes.
Paul started the video by reviewing Table B1- irp.cdn-website.com/6b78c197/files/uploaded/FineTuningTableB1.pdf. This table shows the annual return of the S&P 500, as the equity portfolio to combine with short term and intermediate term bond funds. If an investor has added bonds to the portfolio it is assumed the bonds are going to reduce both risk and return. The table also shows the worst 6, 12, 36 and 60 returns with many combinations of equities and fixed income. It also shows the biggest drawdown for each combination.
He then compares the same risk and return results using the U.S. 2 Fund Portfolio (50/50 S&P 500 and small cap value). irp.cdn-website.com/6b78c197/files/uploaded/FineTuningTableB9.pdf
His hope is the investor will be able to compare the results of all the equity portfolios. All those tables can be found here. youtube.com/watch?v=SRsbRmD3pck&list=PLJHsocwG3Vk-uHKL-zsqyGwFSFLTuI6PI&index=3&t=476s
Paul will be monitoring the YouTube video and will respond to questions there.
Disclosures
Data Disclosure Notice - Funds (1970-Present) irp.cdn-website.com/6b78c197/files/uploaded/Data%20Disclosure%20Notice%20-%20Funds%20(1970-Present).pdf
Data Disclosure Notice - Indexes (1928-Present) irp.cdn-website.com/6b78c197/files/uploaded/Data%20Disclosure%20Notice%20-%20Indexes%20(1928-Present).pdf
Paul’s hope is that the previous video on the Sound Investing Portfolios - youtube.com/watch?v=SRsbRmD3pck&list=PLJHsocwG3Vk-uHKL-zsqyGwFSFLTuI6PI&index=3&t=476s helped do it yourself investors find the right combination of equity asset classes to take advantage of long term equity returns. The goal of the Fine Tuning Your Asset Allocation video is to help investors determine the best combination of equities and fixed income asset classes.
Paul started the video by reviewing Table B1- irp.cdn-website.com/6b78c197/files/uploaded/FineTuningTableB1.pdf. This table shows the annual return of the S&P 500, as the equity portfolio to combine with short term and intermediate term bond funds. If an investor has added bonds to the portfolio it is assumed the bonds are going to reduce both risk and return. The table also shows the worst 6, 12, 36 and 60 returns with many combinations of equities and fixed income. It also shows the biggest drawdown for each combination.
He then compares the same risk and return results using the U.S. 2 Fund Portfolio (50/50 S&P 500 and small cap value). irp.cdn-website.com/6b78c197/files/uploaded/FineTuningTableB9.pdf
His hope is the investor will be able to compare the results of all the equity portfolios. All those tables can be found here. youtube.com/watch?v=SRsbRmD3pck&list=PLJHsocwG3Vk-uHKL-zsqyGwFSFLTuI6PI&index=3&t=476s
Paul will be monitoring the YouTube video and will respond to questions there.
Disclosures
Data Disclosure Notice - Funds (1970-Present) irp.cdn-website.com/6b78c197/files/uploaded/Data%20Disclosure%20Notice%20-%20Funds%20(1970-Present).pdf
Data Disclosure Notice - Indexes (1928-Present) irp.cdn-website.com/6b78c197/files/uploaded/Data%20Disclosure%20Notice%20-%20Indexes%20(1928-Present).pdf
